CIK: 0002045735
申报总市值
US$8.9亿
仅显示前 200 大持股（共 414 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.85% | -0.21% | +4.83% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.64% | -0.12% | +5.40% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.37% | -0.23% | +7.27% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.32% | -0.44% | +3.76% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.95% | +0.12% | +0.15% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.58% | +0.34% | +1.37% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.08% | -0.15% | +8.04% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.04% | — | +7.03% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.93% | -0.13% | -0.28% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.76% | — | -0.12% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.72% | -0.24% | +3.41% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.66% | -0.09% | -1.68% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.59% | -0.23% | +13.58% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.58% | — | +2.24% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | -0.17% | +87.61% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | -0.14% | +6.28% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.52% | -0.22% | +0.66% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.44% | — | +8.70% | |
| 19 | MU | Micron Technology INC | 股票-科技 | 1.44% | — | -0.63% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.39% | -0.17% | -5.37% | |
| 21 | C | Citigroup INC | 股票-金融 | 1.29% | -0.31% | -14.33% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.17% | -0.29% | +14.29% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.14% | -0.06% | +8.43% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | — | +17.74% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.08% | -0.11% | +16.96% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.06% | — | +81.88% | |
| 27 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.00% | +0.79% | +3.28% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.98% | -0.07% | +1.33% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | — | +11.68% | |
| 30 | GM | General Motors Co | 股票-周期性消费 | 0.88% | -0.16% | -9.01% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.82% | +0.11% | +2.33% | |
| 32 | YYY | Amplify Cef High Income ETF | ETF-其他 | 0.77% | — | +1.82% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.76% | — | +0.66% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.76% | — | +1.33% | |
| 35 | MKL | Markel Group INC | 股票-金融 | 0.69% | -0.05% | +2.32% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | +0.09% | +55.43% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.65% | — | +6.91% | |
| 38 | NJUN | Innovator G-100 P B ETF - Ju | ETF-其他 | 0.62% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.10% | +13.58% | |
| 40 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.58% | — | -1.02% | |
| 41 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.58% | -0.06% | +24.17% | |
| 42 | AMR | Alpha Metallurgical Resource | 股票-其他 | 0.57% | +0.13% | -14.49% | |
| 43 | CGSD | Cap Group Short Duration | ETF-其他 | 0.56% | — | -0.71% | |
| 44 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.53% | — | -4.34% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.50% | +0.10% | -15.17% | |
| 46 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.49% | — | +1.29% | |
| 47 | FLDR | Fidelity Low Durat Fact ETF | ETF-其他 | 0.49% | — | -3.07% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | -0.08% | +30.93% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.48% | — | -28.57% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | -0.10% | +3.56% |